FIRST PLACE AZ: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FIRST PLACE AZ (EIN 46-1722227)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-17
- IRS object ID
- 202632609349301868
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-17T16:29:22-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 E RIO SALADO PARKWAY SUITE 200 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85281 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461722227 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST PLACE AZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIRS | BusinessNameControlTxt |
| Phone | 6024646602 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 EAST MARYLAND AVE 110 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE D RESNIK | PersonNm |
| Person Title | FOUNDER, PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6024646602 | PhoneNum |
| Signature | 2026-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACQUELINE ECKMAN | PreparerPersonNm |
| PTIN | P01300648 | PTIN |
| Phone | 6022662248 | PhoneNum |
| Preparation | 2026-09-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DENISE D RESNIK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 EAST MARYLAND AVE 110 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,924,868 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FIRSTPLACEAZ.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | SET THE STANDARD FOR SUPPORTIVE RESIDENTIAL COMMUNITIES WHERE ADULTS WITH AUTISM AND/OR DEVELOPMENTAL DISABILITIES CAN BUILD THE SKILLS AND CONFIDENCE TO LIVE WITH PRIDE, PURPOSE AND GREATER INDEPENDENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 46 | TotalEmployeeCnt |
| Total Volunteers | 37 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,892,458 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,955,501 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,824,757 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,511,713 | CYProgramServiceRevenueAmt |
| PY Investment Income | $335,671 | PYInvestmentIncomeAmt |
| CY Investment Income | $250,941 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,869 | PYOtherRevenueAmt |
| CY Other Revenue | $2,816 | CYOtherRevenueAmt |
| PY Total Revenue | $7,063,755 | PYTotalRevenueAmt |
| CY Total Revenue | $9,720,971 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $101,609 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,877,488 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,933,143 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,158,723 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $290,526 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,064,133 | PYOtherExpensesAmt |
| CY Other Expenses | $2,903,150 | CYOtherExpensesAmt |
| PY Total Expenses | $6,098,885 | PYTotalExpensesAmt |
| CY Total Expenses | $10,939,361 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $964,870 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,218,390 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,583,142 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,372,042 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,609,454 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,485,136 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,973,688 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,886,906 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SET THE STANDARD FOR SUPPORTIVE RESIDENTIAL COMMUNITIES WHERE ADULTS WITH AUTISM AND/OR DEVELOPMENTAL DISABILITIES CAN BUILD THE SKILLS AND CONFIDENCE TO LIVE WITH PRIDE, PURPOSE AND GREATER INDEPENDENCE. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $563,978 | ExpenseAmt |
| Grant | $42,700 | GrantAmt |
| Revenue | $517,744 | RevenueAmt |
| Desc | THE TRANSITION ACADEMY OFFERS A TWO-YEAR RESIDENTIAL CAREER-READINESS AND LIFE SKILLS PROGRAM THAT INCLUDES LEARN4INDEPENDENCE, A COMPREHENSIVE 32-COURSE CURRICULUM THAT FIRST PLACE ALSO LICENSES THROUGHOUT NORTH AMERICA. CLASSES ARE TAUGHT BY CLINICAL PARTNER AND SISTER NONPROFIT SOUTHWEST AUTISM RESEARCH & RESOURCE CENTER (SARRC), CO-FOUNDED BY FIRST PLACE AZ FOUNDER & PRESIDENT/CEO DENISE D. RESNIK. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,360,981 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,809,437 | RevenueAmt |
| Desc | APARTMENTS: THE APARTMENTS COMPRISE 67 STUDIO, ONE-, TWO- AND FOUR-BEDROOM UNITS, AND INCLUDE SUPPORTIVE SERVICES/PROGRAMMING FOR RESIDENTS WITH AUTISM AND/OR INTELLECTUAL/DEVELOPMENTAL DISABILITIES. STAFF ARE TRAINED TO HELP RESIDENTS WITH INDEPENDENT LIVING SKILLS THROUGH EMPLOYMENT READINESS, COMMUNITY LIFE, HEALTH AND WELLNESS, AND HOUSEHOLD MANAGEMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,068,576 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $184,532 | RevenueAmt |
| Desc | GLOBAL LEADERSHIP INSTITUTE: THE GLI IS COMPOSED OF FIVE CENTERS- MARICOPA COUNTY IDA CENTER FOR EDUCATION, TRAINING AND EMPLOYMENT; MAKE WAVES CENTER FOR COMMUNITY DEVELOPMENT; COLONEL HARLAND SANDERS CENTER FOR APPLIED RESEARCH; MULZET CENTER FOR EXPRESSION; AND THE DANIEL JORDAN FIDDLE FOUNDATION CENTER FOR PUBLIC POLICY. THE GLI SERVES AS A MULTIDISCIPLINARY HUB FOR RESEARCHERS, EDUCATORS, SUPPORT STAFF AND MEDICAL PROFESSIONALS, AS WELL AS A ROBUST SITE FOR RESEARCH AND DEVELOPMENT ADVANCEMENTS IN PUBLIC POLICY. THE GLI IS THE CATALYST FOR SPEARHEADING THE DEVELOPMENT OF MODELS AND PROGRAMS INFORMING CAPACITY-BUILDING STRATEGIES AND SUPPORTIVE POLICIES FOR BROADER REACH AND LASTING LOCAL, NATIONAL AND INTERNATIONAL IMPACT. WE IDENTIFY INEQUITIES WITHIN OUR COMMUNITY TO CREATE NEUROLOGICAL AND COGNITIVE CURB CUTS THAT EMPOWER AND EMBRACE INCLUSION OF INDIVIDUALS WITH AUTISM, INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES AND OFFER PEACE OF MIND TO FAMILIES. IN 2025, GLI EMBARKED ON A NEW WORKPLACE AND WORKFORCE DEVELOPMENT PROGRAM THROUGH FIRST PLACE AZ. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,834,788 | ExpenseAmt |
| Grant | $4,834,788 | GrantAmt |
| Desc | DURING 2025, FPAZ COMPLETED AN UNWINDING OF ITS NEW MARKET TAX CREDIT FINANCING PROGRAM RESULTING IN A NET GAIN OF APPROXIMATELY $4,877,000. BECAUSE THE FINANCING PROGRAM WAS FOR THE CONSTRUCTION OF REAL PROPERTY OWNED BY FIRST PLACE PHOENIX, CATALINA (FPPC), THE FPAZ BOARD OF DIRECTORS FORGAVE AN INTERCOMPANY LOAN FROM FPPC IN AN AMOUNT APPROXIMATING THE GAIN THEREBY RESULTING IN A GRANT TO FPPC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,834,788 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $4,834,788 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $9,828,323 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 46 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENISE D RESNIK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6024646600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 EAST MARYLAND AVE 110 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85014 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DENISE D RESNIK | ||||||||
| FOUNDER, PRESIDENT & CEO | 50.00 | 20.00 | Yes (X) | Yes (X) | $290,048 | $0 | $29,889 | |
| HOWARD SOBELMAN | ||||||||
| CHAIR | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GREG WELLS | ||||||||
| VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY-SARA GORDON JONES | ||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JUAN SALGADO | ||||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHY HANCOCK - SECRETARY | ||||||||
| THEN DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE SCHWARTZ - TREASURER | ||||||||
| THEN DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AMIT BASAK | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EVELYN CASUGA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR OLIVER HARPER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PENNY PFAELZER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSE RIVERA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LORENZO ROMERO | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART SAVITZ - VICE CHAIR | ||||||||
| THEN DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN STARBOWSKI | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL TRAILOR | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY OTTMANN | ||||||||
| COO | 54.00 | 9.00 | Yes (X) | $216,563 | $0 | $15,205 | ||
| CHUCK HEIMERDINGER | ||||||||
| CFO | 20.00 | 4.00 | Yes (X) | $99,846 | $0 | $0 | ||
| BRAD HERRON-VALENZUELA | ||||||||
| MANAGING DIRECTOR | 40.00 | 0.00 | $104,812 | $0 | $4,015 | Yes (X) | ||
| TOM ORTEGA | ||||||||
| DIRECTOR OF MULZET CENTER | 40.00 | 0.00 | $119,252 | $0 | $2,648 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $830,521 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $51,757 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $104,025 | RelatedOrganizationsAmt |
| All Other Contributions | $6,851,476 | AllOtherContributionsAmt |
| Noncash Contributions | $114,437 | NoncashContributionsAmt |
| Total Contributions | $6,955,501 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM RENTS & FEES | 531110 | $2,211,589 | $2,211,589 |
| MANAGEMENT FEE | 561000 | $119,405 | $119,405 |
| CONSULTING REVENUE | 611430 | $111,745 | $111,745 |
| SYMPOSIUM | 611430 | $48,714 | $48,714 |
| LICENSING CURRICULUM | 611430 | $20,260 | $20,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,511,713 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $224,863 | TotalRevenueColumnAmt |
| Exclusion | $224,863 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,208,475 | SecuritiesAmt |
| Other | $21,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,203,897 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,578 | SecuritiesAmt |
| Other | $21,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,078 | TotalRevenueColumnAmt |
| Exclusion | $26,078 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,816 | TotalRevenueColumnAmt |
| Exclusion | $2,816 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,816 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,720,971 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,511,713 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $253,757 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,869,788 | TotalAmt |
| Program Services | $4,869,788 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,700 | TotalAmt |
| Program Services | $7,700 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,551 | TotalAmt |
| Program Services | $377,376 | ProgramServicesAmt |
| Management And General | $205,195 | ManagementAndGeneralAmt |
| Fundraising | $68,980 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,080,242 | TotalAmt |
| Program Services | $1,691,102 | ProgramServicesAmt |
| Management And General | $221,680 | ManagementAndGeneralAmt |
| Fundraising | $167,460 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,094 | TotalAmt |
| Program Services | $33,053 | ProgramServicesAmt |
| Management And General | $5,867 | ManagementAndGeneralAmt |
| Fundraising | $3,174 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,602 | TotalAmt |
| Program Services | $136,226 | ProgramServicesAmt |
| Management And General | $25,986 | ManagementAndGeneralAmt |
| Fundraising | $13,390 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,234 | TotalAmt |
| Program Services | $158,744 | ProgramServicesAmt |
| Management And General | $32,542 | ManagementAndGeneralAmt |
| Fundraising | $17,948 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,519 | TotalAmt |
| Program Services | $29,662 | ProgramServicesAmt |
| Management And General | $7,857 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,434 | TotalAmt |
| Management And General | $43,434 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,052 | TotalAmt |
| Management And General | $10,052 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,360 | TotalAmt |
| Program Services | $287,065 | ProgramServicesAmt |
| Management And General | $4,702 | ManagementAndGeneralAmt |
| Fundraising | $2,593 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,894 | TotalAmt |
| Program Services | $10,870 | ProgramServicesAmt |
| Management And General | $52,024 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,338 | TotalAmt |
| Program Services | $12,290 | ProgramServicesAmt |
| Management And General | $48,048 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,309 | TotalAmt |
| Program Services | $74,635 | ProgramServicesAmt |
| Management And General | $84,965 | ManagementAndGeneralAmt |
| Fundraising | $6,709 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,644,726 | TotalAmt |
| Program Services | $1,631,734 | ProgramServicesAmt |
| Management And General | $12,992 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,935 | TotalAmt |
| Management And General | $30,700 | ManagementAndGeneralAmt |
| Fundraising | $10,235 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,193 | TotalAmt |
| Program Services | $37,681 | ProgramServicesAmt |
| Management And General | $4,475 | ManagementAndGeneralAmt |
| Fundraising | $37 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,251 | TotalAmt |
| Program Services | $30,251 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,390 | TotalAmt |
| Program Services | $54,669 | ProgramServicesAmt |
| Management And General | $7,721 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,861 | TotalAmt |
| Program Services | $589 | ProgramServicesAmt |
| Management And General | $22,272 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| SYMPOSIUM | $133,666 | $133,666 |
| OTHER | $105,833 | $105,833 |
| COMMUNITY LIFE EVENTS | $83,625 | $83,625 |
| RESEARCH | $35,800 | $35,800 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,964 | TotalAmt |
| Program Services | $25,964 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,939,361 | TotalAmt |
| Program Services | $9,828,323 | ProgramServicesAmt |
| Management And General | $820,512 | ManagementAndGeneralAmt |
| Fundraising | $290,526 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $463,487 | BOYAmt |
| EOY | $1,146,688 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,827,328 | BOYAmt |
| EOY | $687,052 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,356,792 | BOYAmt |
| EOY | $1,146,087 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,554 | BOYAmt |
| EOY | $59,987 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,633,600 | BOYAmt |
| EOY | $9,783,600 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,363 | BOYAmt |
| EOY | $46,414 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $984,502 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $711,482 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,282 | BOYAmt |
| EOY | $273,020 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,865,062 | BOYAmt |
| EOY | $978,570 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,674 | BOYAmt |
| EOY | $250,624 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,583,142 | BOYAmt |
| EOY | $14,372,042 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,818 | BOYAmt |
| EOY | $369,270 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,486 | BOYAmt |
| EOY | $17,985 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,800,000 | BOYAmt |
| EOY | $948,583 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,150 | BOYAmt |
| EOY | $149,298 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,609,454 | BOYAmt |
| EOY | $1,485,136 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,804,408 | BOYAmt |
| EOY | $11,184,068 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,169,280 | BOYAmt |
| EOY | $1,702,838 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,973,688 | BOYAmt |
| EOY | $12,886,906 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,583,142 | BOYAmt |
| EOY | $14,372,042 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,218,390 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $96,608 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $35,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,243,438 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,181,343 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,527,523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,892,458 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,955,501 | CurrentTaxYearAmt |
| Total | $21,800,263 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,789,347 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,760,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,751,755 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,824,757 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,511,713 | CurrentTaxYearAmt |
| Total | $13,638,508 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,032,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,942,279 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,279,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,717,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,467,214 | CurrentTaxYearAmt |
| Total | $35,438,771 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $230,424 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $144,095 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $450,357 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $253,915 | CurrentTaxYearAmt |
| Total | $1,206,765 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,895 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,569 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,334 | CurrentTaxYearMinus1YearAmt |
| Total | $70,296 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $236,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $141,543 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $170,593 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $474,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $253,915 | CurrentTaxYearAmt |
| Total | $1,277,061 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $34,161,710 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $166,506 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $294,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $330,052 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $224,863 | CurrentTaxYearAmt |
| Total | $1,132,273 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $166,506 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $294,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $330,052 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $224,863 | CurrentTaxYearAmt |
| Total | $1,132,273 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,497 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $642 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $790 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,869 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,816 | CurrentTaxYearAmt |
| Total | $16,614 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,150,509 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,109,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,574,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,058,136 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,694,893 | CurrentTaxYearAmt |
| Total | $36,587,658 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93370 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92090 | PublicSupportPY509Pct |
| Investment Income CY | 0.03090 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03310 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2021 AMOUNT: $ 1,497. 2022 AMOUNT: $ 642. 2023 AMOUNT: $ 790. 2024 AMOUNT: $ 10,869. 2025 AMOUNT: $ 2,816. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,765,062 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $113,509 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,598,098 | OtherExpendituresAmt |
| End Year Balance | $1,280,473 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,673,855 | BeginningYearBalanceAmt |
| Contributions | $1,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $91,207 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,765,062 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,477,725 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $196,130 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,673,855 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $2,650,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$172,275 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,477,725 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $984,502 | OtherCostOrOtherBasisAmt |
| Depreciation | $711,482 | DepreciationAmt |
| Book Value | $273,020 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $273,020 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| POOLED FUNDS AT ARIZONA COMMUNITY FOUNDATION | $754,166 | F |
| VANGUARD INVESTMENTS | $224,404 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $978,570 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CUSTOMER DEPOSITS | $130,300 |
| LEASE OBLIGATIONS | $18,998 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $149,298 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FIRST PLACE AZ HAS BEEN GRANTED TAX-EXEMPT STATUS AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE FINANCIAL STATEMENTS. IN ADDITION, FIRST PLACE AZ HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. FIRST PLACE AZ FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS IN ACCORDANCE WITH THE INCOME TAX STANDARD. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. FIRST PLACE DOES NOT CURRENTLY INCLUDE AN INCOME TAX PROVISION IN THE FINANCIAL STATEMENTS; MANAGEMENT MONITORS THE REPORTING OF UNCERTAIN TAX POSITIONS, WHICH COULD RESULT IN RECORDING OF AN INCOME TAX PROVISION IN THE FUTURE. FIRST PLACE AZ, AS A NONPROFIT ORGANIZATION, IS REQUIRED TO FILE TAX RETURNS WHICH ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. FIRST PLACE AZ IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS AND IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAX EXCEPT FOR THOSE THAT ARE ALREADY REPORTED ANNUALLY. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST PLACE-PHOENIX TRANSITIONAL HOMES | ||||||||||
| 717 E MARYLAND AVE SUITE 110 | PHOENIX | AZ | 85014 | 823679038 | 501(C)(3) | $35,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| FIRST PLACE-PHOENIX CATALINA | ||||||||||
| 717 E MARYLAND AVE SUITE 110 | PHOENIX | AZ | 85014 | 814899129 | 501(C)(3) | $4,834,788 | $0 | N/A | N/A | LOAN FORGIVENESS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 8 | RecipientCnt |
| Cash Grant | $7,700 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FIRST PLACE OFFERS A NEEDS-BASED SCHOLARSHIP PROGRAM FOR INCOMING TRANSITION ACADEMY PARTICIPANTS WHO REQUIRE FINANCIAL ASSISTANCE IN ORDER TO ATTEND THE TRANSITION ACADEMY. SCHOLARSHIPS ARE AVAILABLE TO ELIGIBLE APPLICANTS TO COVER A PORTION OF THE PRIVATE-PAY COST OF THE TRANSITION ACADEMY PROGRAM. SCHOLARSHIPS AWARDED ARE APPLIED AS A CREDIT TO THE COST OF THE PROGRAM. APPLICANTS MUST COMPLETE AN INITIAL PROGRAM APPLICATION, COMPLETE AN INTERVIEW WITH THE SOUTHWEST AUTISM RESEARCH AND RESOURCE CENTER CLINICAL TEAM, DEMONSTRATE FINANCIAL NEED AND MEET OTHER PROGRAM REQUIREMENTS. A SCHOLARSHIP COMMITTEE REVIEWS THE APPLICATIONS AND RANKS THEM BASED ON FINANCIAL NEED AND MOTIVATION TO ACTIVELY PARTICIPATE IN THE PROGRAM. THE AMOUNT OF SCHOLARSHIP FUNDS AWARDED, AND THE NUMBER OF AWARDEES IS DETERMINED BASED ON RESTRICTED FUNDS AVAILABLE. EACH YEAR THE STUDENTS ARE REQUIRED TO SUBMIT WRITTEN STATEMENTS THAT DESCRIBE THEIR FAVORITE TRANSITION ACADEMY ACTIVITIES, NEW SKILLS LEARNED THROUGHOUT THE YEAR AND PERSONAL GOALS FOR NEXT STEPS IN THE PROGRAM OR AFTER GRADUATION EXPERIENCES. PARENTS OF THE STUDENTS ARE REQUIRED TO DESCRIBE LEARNING EXPERIENCES DURING THE YEAR, THE IMPACT ON THE STUDENT AND FAMILY AND NEXT STEPS FOR THE STUDENT AND FAMILY SPECIFIC TO EMPLOYMENT AND INDEPENDENCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DENISE D RESNIK | ||||||||||||||
| FOUNDER, PRESIDENT & CEO | $267,123 | $0 | $22,925 | $0 | $0 | $0 | $8,741 | $0 | $21,148 | $0 | $319,937 | $0 | $0 | $0 |
| NANCY OTTMANN | ||||||||||||||
| COO | $199,775 | $0 | $16,788 | $0 | $0 | $0 | $6,541 | $0 | $8,664 | $0 | $231,768 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE EXECUTIVE COMMITTEE REVIEWS FIRST PLACE PERFORMANCE, FIRST PLACE OPERATIONS AND OCCUPANCY, FIRST PLACE GLOBAL ACTIVITIES, FUNDRAISING, AND FINANCIALS WHEN DETERMINING THE CEO'S COMPENSATION. IT ALSO REVIEWS COMPENSATION SURVEYS OF OTHER NONPROFITS. |
| PART I, LINE 7 | DURING 2025, THE ORGANIZATION PROVIDED BONUS COMPENSATION TO ITS CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER PURSUANT TO BONUS ARRANGEMENTS THAT WERE ENTIRELY DISCRETIONARY. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BCP MANAGEMENT AND INVESTMENT COMPANY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | FAMILY MEMBER OF CEO | RelationshipWithOrgTxt |
| Loan Purpose | BUILDING CONSTRUCTION | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $1,500,000 | OriginalPrincipalAmt |
| Balance Due | $948,583 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $948,583 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,932 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FURNITURE AND FIXTURES | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $103,305 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN (B) REFERS TO THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | DURING 2025, FPAZ COMPLETED AN UNWINDING OF ITS NEW MARKET TAX CREDIT FINANCING PROGRAM RESULTING IN A NET GAIN OF APPROXIMATELY $4,877,000. BECAUSE THE FINANCING PROGRAM WAS FOR THE CONSTRUCTION OF REAL PROPERTY OWNED BY FIRST PLACE PHOENIX, CATALINA (FPPC), THE FPAZ BOARD OF DIRECTORS FORGAVE AN INTERCOMPANY LOAN FROM FPPC IN AN AMOUNT APPROXIMATING THE GAIN THEREBY RESULTING IN A GRANT TO FPPC. |
| FORM 990, PART VI, SECTION A, LINE 1A | EXECUTIVE COMMMITTEE - THE BOARD BY RESOLUTION MAY CREATE AN EXECUTIVE COMMITTEE CONSISTING OF THREE (3) OR MORE DIRECTORS DESIGNATED BY THE BOARD, HAVING SUCH POWERS AND DUTIES, NOT INCONSISTENT WITH SUBSECTION (A) HEREOF OR ANY EXISTING DELEGATION OF POWERS TO A COMMITTEE OF DIRECTORS, AS MAY BE PROVIDED IN THE RESOLUTION CREATING SUCH COMMITTEE AS INITIALLY ADOPTED OR AS THEREAFTER SUPPLEMENTED OR AMENDED BY FURTHER RESOLUTION ADOPTED BY SIMILAR VOTE. ADDITIONALLY, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE WHEN THE BOARD IS NOT IN SESSION ALL OF THE POWERS OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION OTHER THAN THE POWERS LISTED IN SUBSECTION (A) HEREOF; PROVIDED, HOWEVER, THAT ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE PRESENTED AT THE NEXT MEETING OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT AND ANY CHANGES INCORPORATED INTO THE FILING. ONCE THIS DETAILED REVIEW IS COMPLETE, THE DRAFT OF THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL BOARD MEMBERS, COMMITTEE MEMBERS, OFFICERS, KEY EMPLOYEES, AND OTHERS WITH SUBSTANTIAL INFLUENCE ("INTERESTED PERSONS"). THE BOARD DETERMINES WHETHER A CONFLICT EXISTS BASED ON TIMELY DISCLOSURES. IF A CONFLICT IS IDENTIFIED, THE INTERESTED PERSON MAY BE REQUIRED TO ABSTAIN FROM RELATED DISCUSSIONS AND VOTES ON THE MATTER. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT INCLUDE ABSTENTION FROM VOTING AND DISCUSSION (UNLESS NEEDED FOR CONTEXT), PROHIBITION FROM INFLUENCING DECISIONS, AND DOCUMENTATION OF THE DISCLOSURE AND ABSTENTION IN MEETING MINUTES. ADDITIONALLY, ANY VOTING BOARD OR COMMITTEE MEMBER RECEIVING COMPENSATION FROM THE ORGANIZATION MAY NOT PARTICIPATE IN DECISIONS REGARDING THEIR OWN COMPENSATION. EACH INTERESTED PERSON MUST ANNUALLY AFFIRM THEIR UNDERSTANDING AND COMPLIANCE WITH THE POLICY, INCLUDING ACKNOWLEDGMENT OF THE ORGANIZATION'S CHARITABLE STATUS AND TAX-EXEMPT PURPOSE. |
| FORM 990, PART VI, SECTION B, LINE 15A | ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION FOR THE PRESIDENT/CEO BY COMPARING THEIR COMPENSATION TO THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS, IN COMPARABLE ORGANIZATIONS USING FORMS 990, COMPENSATION STUDIES, AND OTHER AVAILABLE DATA. THE BOARD THEN APPROVES ANY CHANGES IN COMPENSATION BASED ON THIS INFORMATION. THE CEO REVIEWS THE COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES BY COMPARING THEIR COMPENSATION TO THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS, IN COMPARABLE ORGANIZATIONS USING FORMS 990, COMPENSATION STUDIES, AND/OR OTHER AVAILABLE DATA. THESE DECISIONS ARE DOCUMENTED IN THE EMPLOYEE'S PERSONNEL FILE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION WILL PROVIDE IN A TIMELY MANNER, GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS WHEN REQUESTED IN WRITING OR IN PERSON. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF NET ASSETS TO FIRST PLACE-PHOENIX TRANSITIONAL HOMES 35,000. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TWAIN INVESTMENT FUND 165 LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1232 WASHINGTON AVE STE 200 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | NMTC LOAN HOLDER | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST PLACE AZ | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST PLACE-PHOENIX CATALINA | ||||||||||
| 717 E MARYLAND AVE STE 110 | PHOENIX | AZ | 85014 | 814899129 | HOUSING AUTISTIC & OTHER NEURO-DIVERSE PERSONS | AZ | 501(C)(3) | LINE 12A, I | FIRST PLACE AZ | Yes (1) |
| FIRST PLACE-PHOENIX TRANSITIONAL HOMES | ||||||||||
| 717 E MARYLAND AVE STE 110 | PHOENIX | AZ | 85014 | 823679038 | HOUSING AUTISTIC & OTHER NEURO-DIVERSE PERSONS | AZ | 501(C)(3) | LINE 12A, I | FIRST PLACE AZ | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (1) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (1) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FIRST PLACE-PHOENIX CATALINA | ||
| K | $1,316,644 | CASH |
| FIRST PLACE-PHOENIX CATALINA | ||
| L | $119,405 | CASH |
| FIRST PLACE-PHOENIX CATALINA | ||
| D | $9,783,600 | BOOK VALUE |
| FIRST PLACE-PHOENIX TRANSITIONAL HOMES | ||
| R | $195,658 | CASH |
| FIRST PLACE-PHOENIX CATALINA | ||
| H | $60,243 | BOOK VALUE |
| FIRST PLACE-PHOENIX CATALINA | ||
| C | $103,305 | BOOK VALUE |
| FIRST PLACE-PHOENIX CATALINA | ||
| P | $116,551 | CASH |
| FIRST PLACE-PHOENIX CATALINA | ||
| A | $94,085 | CASH |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 2, COLUMN A, ROW 5: | FormAndLineReferenceDesc |
| Explanation | FIRST PLACE AZ IS THE GUARANTOR OF FIRST PLACE-PHOENIX CATALINA'S NOTE PAYABLE. | ExplanationTxt |
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